Joint holding entity – required documentation
In order to invest through a joint holding entity, each individual must provide complete documentation prior to approval.
The required documentation includes:
– Australian Residential Address (per individual)
– Australian Drivers Licence Number (per individual)
– Tax File Number (per individual)
– Individual Bank Account Details (one for the entity)
– Wholesale Investor Certification (Accountants Certificate)
The AltX Team will review each entity and provide access to new deals should you meet the investor requirements.